My profession is a relationship financial advisor, dedicated to providing four pillars of service; Investment, estate, tax and financial planning. I am part of a larger team of professionals that all share the same value of quality, clear, concise financial planning with an established priority personalized approach.
I'm part of a team of financial planners who focus on generational wealth planning.
Randy is a life experienced insurance advisor and broker. He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions. My area of expertise is helping policyowners and their beneficiaries solve financial problems and estate planning issues created at death, disability, incapacity and retirement.
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total retirement planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
I currently carry the CFP, CIM, and CHS designations.
I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients helping them reach their financial and life goals . Our office looks after clients from their first savings to their estate plans.
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years of experience in proving excellent service to our clients.
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension. John takes a holistic perspectives of a client's financial life, and not solely the investment portfolio. This ensures that key issues are identified, prioritized and plans are put into action, providing the foundation that helps clients achieve their goals.
I provide comprehensive financial planning
for business professionals and their families. By developing an overall view of your family's financial picture that encompasses your
values, future milestones, and goals, I help you to protect what matters most.
My team and I guide our clients through the ups and downs of the financial markets, and support them through crucial life events. Clients benefit from our high
standard of care and expertise, through proactive planning and management.
Patricia Taylor, CPA is an accountant
at a local licenced accounting firm that offers personal, corporate, and trust tax advice along with return
preparations. We also provide review and compilation services.
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario. Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director). Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners. She is involved as a board member for a number of non-profit organizations and is a member of EPCOH (Estate Planners Council of Halton)
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,
Brent is the President of the Certified Executor Advisor Network (CEAN), he also operates his financial advisory firm, Barron's Financial Group Inc. With over 36 years of professional advisory, practice and agency management experience, his advisory team is specialized in advanced estate and tax planning techniques, family and business succession, sponsored and association benefit plan design and administration, as well as individual pension and other retirement income strategies.
Brent has held executive leadership roles, as well as senior regional management positions representing national public insurance corporations, investment banking institutions, as well as privately held financial advisory services corporations.
In addition to his professional designations, he is a member of Advocis, The Financial Advisors Associations of Canada since 1984, CALU, The Conference for Advanced Life Underwriting, The Institute for Advanced Financial Education, The Financial Planner Standards Council, The Million Dollar Round table and The Canadian Institute of Certified Executor Advisors.
In addition to his current role as President of CEAN, Brent has most recently been a Trustee with The Institute of Advanced Financial Education, he has also held several senior leadership roles with Advocis Nationally, and at a Chapter level, as well as past President and current board member of the Estate Planning Council of Mississauga.
In his spare time, Brent is active with select charities including the Community Foundation of Mississauga and enjoys traveling, golf, boating, flying and the occasional poker game.